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Make a procedure

Updated Oct 15, 2026 · 1 min read

  1. Go to Procedures and use the blue button at the top.

  2. Add a title and a short description: when do you use it?

  3. Add steps. One action per step with a short title. Add photos or a table where it helps.

  4. Pick an owner and how often it should be reviewed.

  5. Click Publish.

Every publish gets a version number. When something changes, write in one line what's different so your team sees it right away.

A procedure with steps

Use a procedure as a lesson in a course. The course always shows the latest version.

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